MI118: Emerging Industries and Affirm Deep Dive w/ Simon Erickson| Listen on Anghami

Today

TIVP108 (Video): Mercado Libre ($MELI): We Doubled Down on Meli w/ Daniel Mahncke & Shawn O’Malley

Daniel Mahncke and Shawn O’Malley return to Mercado Libre (NASDAQ: MELI), a holding in The Intrinsic Value Portfolio. The “Amazon of Latin America” just reported its 31st consecutive quarter of revenue growth above 30%, a streak no company of its size has ever matched, with reven ... Show More

1h 3m

Nov 8

TIVP107 (Video): McDonald's ($MCD): Generational Compounder in Historical Drawdown w/ Daniel Mahncke & Shawn O’Malley

Daniel Mahncke and Shawn O’Malley cover their first restaurant stock. Although one could argue it isn’t really a restaurant business at all. McDonald’s (NYSE: MCD) is the landlord behind $139 billion of yearly sales across roughly 46,000 restaurants. About 95% of those restaurant ... Show More

1h 24m

Nov 1

TIVP106 (Video): Airbnb (ABNB): The Business Outgrew Its Peak, The Stock Hasn't w/ Kyle Grieve & Shawn O’Malley

In today's episode, Kyle Grieve and Shawn O’Malley discuss whether Airbnb’s recent slowdown was a warning sign or just building the groundwork for its next growth phase. They explore how a company that owns no homes built one of travel’s strongest brands, and why AI agents could ... Show More

1h 26m

Dec 2022

TIP508: Berkshire's Purchase of TSM & Meta "Doomsday" Analysis

IN THIS EPISODE, YOU’LL LEARN: 03:36 - TSM’s business model and competitive advantages. 07:13 - All about the critical role semiconductors play in our overall economy. 17:15 - Potential risks of investing in TSM. 18:11 - The geopolitical tensions that are brewing with the US rest ... Show More

49m 30s

Jul 2022

Classic 19: Billionaire Reid Hoffman Lessons Learned

IN THIS EPISODE, YOU’LL LEARN: 01:06 - What is the secret to the success of Silicon Valley? 03:40 - How to manage a company that is growing at 2.5% – per day! 19:54 - How to use your network to find new job opportunities. 26:11 - Why financing and distribution is just as importan ... Show More

45m 26s

May 2022

BTC078: Bitcoin Mastermind Discussion w/ Joe Carlasare, Jay Gould, & Jeff Ross (Bitcoin Podcast)

IN THIS EPISODE, YOU’LL LEARN: 01:42 - The FED's Soft Landing. 09:10 - The Luna Stable Coin melt-down. 23:20 - What's happening in the bond market? 49:26 - Whether the stock market is due for a correction or not. 53:56 - What's happening in China? 01:00:50 - Regulation coming out ... Show More

1h 32m

Oct 2021

TIP385: Breaking the Rules w/ David Gardner

IN THIS EPISODE, YOU'LL LEARN: 00:06:59 - How to identify Rule Breaking companies. 00:37:30 - Why optionality is a great indicator of a company's future success. 00:42:50 - David’s 25 point system to identify risk. 00:48:00 - What is Conscious Capitalism and why it should become ... Show More

1h 5m

Jan 2021

BTC008: Bitcoin & Macro Mastermind Discussion w/ Lyn Alden & Luke Gromen (Bitcoin Podcast)

IN THIS EPISODE, YOU'LL LEARN: About the current state of commercial Real Estate The impact mid and small cap businesses are having on the real economy Thoughts on UBi in 2021 versus more QE Stable coins and using blockchains for bank clearing Tether concerns Lyn's thoughts on Et ... Show More

1h 18m

Apr 2017

TIP134: Unshakeable by Tony Robbins (Business Podcast)

IN THIS EPISODE, YOU’LL LEARN: What you can and can’t control in the financial markets. The truth about diversification. Why private equity funds are not worth their high fees. Why you should write down your personal rules before you invest. BOOKS AND RESOURCES Join the exclusive ... Show More

51m 53s

Jan 2021

REI052: Recession-Proof Real Estate with J Scott

IN THIS EPISODE, YOU’LL LEARN: The Four Phases of the Economic Cycle. Where in the Economic Cycle we are right now. How COVID-19 has changed the economic cycles. What economic shifts we are seeing as a result of COVID-19. How you can profit at any point in the economic cycle. How ... Show More

1h 7m

Jan 2021

REI053: Evaluating Markets and Pandemic Investing with Axel Ragnarsson

IN THIS EPISODE, YOU’LL LEARN: How to set real estate investing goals. How COVID has impacted investor’s portfolios. How to evaluate real estate markets to invest in. All about the sales and marketing side of real estate. And much, much more! *Disclaimer: Slight timestamp discrep ... Show More

48m 5s

Feb 2020

REI006: How to Start and Scale as a New Investor with Axel Ragnarsson

IN THIS EPISODE, YOU’LL LEARN: The best ways to network and find private money lenders. Why you need to be networking as a new real estate investor. What to look for in potential markets and investment properties. How to invest using the BRRRR strategy. The most important things ... Show More

1h 1m

Jul 2025

Recruiting, Ops, and Churn: Real Business Fixes in Real Time | Ep 884

In Q&A, Alex (@AlexHormozi) breaks down the real bottlenecks inside 8-10 companies, from e-comm hatmakers and mobility coaches to high-ticket consultants and medical practices. Whether you're stuck at $2M trying to get to $10M or trying to fix churn, CAC, or hiring, this episode ... Show More

43m 32s

MI118: Emerging Industries and Affirm De...